WealthManagement Edge

It's the third firm the RIA has "acquihired" in 2023.

Mercer is expanding its footprint in California and Texas and bolstering its estate planning capabilities with two deals announced this week.

Rothschild Investment Corporation said it plans to continue in the M&A market, adding up to $1 billion in AUM annually.

The deal could be the first of several in the lead-gen, referral and marketing space that seeks to add reviews and ratings tech.

All of CI Private Wealth's offices will now operate as Corient, the brand of one of its acquired firms. CI wants to integrate all of its acquisitions into one RIA.

Burney Company, a Virginia-based RIA with $2.4 billion in assets, has added Goldman Sachs Advisor Solutions’ custodial service to expand access to alternative investments.